Vendors
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SmartProject comprehensively manage human resources from  vendors also.   Vendors may have a number of contact personnel for various interactions. Operations in SmartProject may even necessitate them to participate by logging in. Such Contact personnel in SmartProject are considered to be authorized SmartProject users and they are given an access to SmartProject accordingly. SmartProject also maintains basic details such as name, address etc. about the vendors.

Adding Vendors

New Vendors can be added to SmartProject.

To add new vendors

  1. On the Resources window click Vendors.
  2. On the tool bar click Create.

Figure: Adding a  vendor

Add Vendor window is displayed.

Figure: Add Vendor window

  1. Enter a Vendor Code and Vendor Name. These are mandatory fields.
  2. Enter address details and contact details of the vendor. In case there are additional communication details, enter it in the column ADDITIONAL COMMUNICATION DETAILS.
  3. Click the browse button corresponding to SPECIALISATION to select a Specialisation from Specilasation Master.
  4. Click the browse button corresponding to LOCATION to select a Location from Location Master.
  5. Click OK to save values. Saved Successfully message is displayed.

Vendor details is added to the Certified Vendors list.

NOTE: For vendors added in this manner, template will not be present.

Editing and removing vendor details

Vendor details can be edited and a vendor that is not in use can be removed.

To edit vendor details

To remove a vendor

Email settings and authentications can be configured for Vendors. The procedure for this is similar to that in Vendors and Customers. For more information see the topics Configuring authentication for Vendors , Configuring authentication for online storage and Configuring email settings for Vendors.